Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BOK FINANCIAL PRIVATE WEALTH INC | 01-30-2024 | 12-31-2023 | 510 | 1,230,737,004 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR GOLD TR | GOLD SHS | 101 | $2,363,244 | 12,362 | 0.00 | 0.00 | -5,262 | -29.86 | 12-31-2023 |
| MCDONALDS CORP | COM | 102 | $2,289,354 | 7,721 | 0.00 | 0.00 | -215 | -2.71 | 12-31-2023 |
| CISCO SYS INC | COM | 103 | $2,288,102 | 45,291 | 0.00 | 0.00 | -1,966 | -4.16 | 12-31-2023 |
| T-MOBILE US INC | COM | 104 | $2,280,534 | 14,224 | 0.00 | 0.00 | -1,495 | -9.51 | 12-31-2023 |
